The Company This directly authorised independent wealth management firm has grown rapidly to a significant level of funds under management with further substantial onboarding underway. The business has clear ambitions to reach £1bn of funds under management within the next three years through a blend of adviser recruitment and targeted a
The Company This is a Chartered and fully independent financial planning firm established in 2024 with approximately 35 million pounds of funds under management. The principal has previous acquisition experience and delivers high quality personalised financial planning, predominantly through video meetings due to client preference howeve
The CompanyThis is an established financial planning firm with a consistent growth record and a clear focus on delivering face to face advice. The business is supported by a full time paraplanner and administrative team, providing a smooth operational structure with capacity to integrate a well run advice business. Option Sell and Stay•
If you’re a financial adviser or IFA business owner considering succession or growth, this acquirer offers a blend of strong valuations, post‑deal support and cutting‑edge technology designed to free you and your team to focus on clients. The Company Our client is a well funded through a family office and forward thinking acquirer focuse
The Company A fast growing, independent financial advice & wealth management group backed by a Family Office, combining a regulated advice business, a modern central investment proposition, and a fully in house technology platform. With more than £1.3bn AUM across the group and a strong presence in the South West and London, the busi
The Company This acquirer is a long standing, respected wealth management group with roots dating back to the 1980’s and led by a team with decades of experience. With £3.5bn AUM, strong private equity backing and ambitious plans to scale over the next few years, they offer sellers the reassurance of financial strength, operat
The Company Our client is a highly respected investment bank based in London, specialising in delivering cross-asset investment solutions to high-net-worth individuals, IFAs, hedge funds, and pension funds. With a strong reputation for innovation and client care, they are now looking to expand their footprint through the acquisitio
The Company Our client is a dynamic and growth-focused financial planning practice. With a small, dedicated team, they have full funding in place and a strong appetite for strategic acquisitions. Their ethos centres on retaining and servicing clients directly, ensuring a smooth transition and long-term relationships. Options
The Company Our client is a highly qualified financial adviser with a unique background as a Chartered Accountant and former university lecturer. They have capacity to take on more clients therefore, with strong personal capital backing and a clear growth strategy, they are now seeking to acquire a client bank to expand their busin
The Company Our client is an experienced investor with a strong background in financial markets, having managed multi-billion-pound portfolios at leading institutions. Their vision is to acquire and grow an IFA business by introducing technological efficiencies, streamlining compliance, and enhancing client experience. They are committed
